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US Bancorp

1,791 hedge funds and large institutions have $62.7B invested in US Bancorp in 2021 Q4 according to their latest regulatory filings, with 239 funds opening new positions, 694 increasing their positions, 568 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 239 | Existing positions closed: 100

23% more call options, than puts

Call options by funds: $420M | Put options by funds: $340M

22% more repeat investments, than reductions

Existing positions increased: 694 | Existing positions reduced: 568

7% more funds holding

Funds holding: 1,6771,791 (+114)

0.47% more ownership

Funds ownership: 74.98%75.45% (+0.47%)

5% less capital invested

Capital invested by funds: $66B → $62.7B (-$3.32B)

24% less funds holding in top 10

Funds holding in top 10: 5038 (-12)

Holders
1,791
Holders Change
+114
Holders Change %
+6.8%
% of All Funds
27.56%
Holding in Top 10
38
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-24%
% of All Funds
0.58%
New
239
Increased
694
Reduced
568
Closed
100
Calls
$420M
Puts
$340M
Net Calls
+$79.6M
Net Calls Change
+$92.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
1151
Almanack Investment Partners
Pennsylvania
$516K -$1.48K -25 -0.3%
TWM
1152
Thrive Wealth Management
Pennsylvania
$516K +$543K +9,186 New
NIC
1153
Northwest Investment Counselors
Oregon
$513K -$1.48K -25 -0.3%
MIM
1154
Marco Investment Management
Georgia
$512K -$4.32K -73 -0.8%
PGIM
1155
Pacific Global Investment Management
California
$511K -$296 -5 -0.1%
Acadian Asset Management
1156
Acadian Asset Management
Massachusetts
$511K +$1.42K +24 +0.3%
NIM
1157
NuWave Investment Management
New Jersey
$509K +$536K +9,061 New
CIA
1158
Choate Investment Advisors
Massachusetts
$508K +$12.1K +204 +2%
LSA
1159
Lion Street Advisors
Texas
$507K -$48.8K -825 -8%
CA
1160
Cambridge Advisors
Nebraska
$507K
BEAM
1161
Baker Ellis Asset Management
Washington
$506K
NFG
1162
Next Financial Group
Texas
$506K +$84.4K +1,427 +19%
CWM
1163
Cahaba Wealth Management
Georgia
$504K -$414 -7 -0.1%
LC
1164
Landaas & Company
Wisconsin
$504K +$271K +4,584 +104%
ICM
1165
Islay Capital Management
Texas
$502K +$3.43K +58 +0.7%
PCM
1166
Perkins Capital Management
Minnesota
$501K
DAS
1167
Dynamic Advisor Solutions
Arizona
$499K -$62.6K -1,058 -11%
MIP
1168
Marietta Investment Partners
Wisconsin
$499K
OCG
1169
Opus Capital Group
Ohio
$499K
ZF
1170
Zhang Financial
Michigan
$499K +$170K +2,882 +48%
FIA
1171
Foundations Investment Advisors
Arizona
$497K +$40.2K +679 +9%
KFA
1172
Krane Funds Advisors
New York
$495K -$499K -8,442 -49%
SA
1173
Strategic Advisors
New York
$493K +$651 +11 +0.1%
CNC
1174
Canandaigua National Corp
New York
$492K +$73.3K +1,239 +16%
AWM
1175
Axxcess Wealth Management
California
$491K +$517K +8,743 New

USB Hedge Fund Activity: Q4 2021 in Review

1,791 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q4 2021, worth a combined $62.7B — down 5% from $66B a quarter earlier.

Buyers outnumbered sellers: 239 funds opened new USB positions and 100 closed out — a net gain of 139 holders — while 694 added to existing stakes and 568 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $248M. The largest seller was Goldman Sachs, cutting an estimated $221M.

  • 1,791 institutional investors held US Bancorp (USB) as of Q4 2021, up from 1,677 in Q3 2021.
  • Funds reported $62.7B of US Bancorp stock for Q4 2021, down 5% quarter-over-quarter.
  • 239 funds opened new US Bancorp positions in Q4 2021 and 100 closed out, a net change of +139 holders.
  • The largest US Bancorp buyer in Q4 2021 was JP Morgan Chase, an estimated $248M added.
  • The largest US Bancorp seller in Q4 2021 was Goldman Sachs, an estimated $221M sold.

Based on aggregated 13F filings for Q4 2021.